Monday, August 08, 2005

Brother In Law Boating

In Minnesota my brothers in law and I went out on White Bear Lake to drink and talk and watch the sun set. George is married to Nancy and has the pontoon boat. He likes investing so was interested to hear more about FTSE Xinhua and China.

Roger is Sally's husband. They are running a plating business and Roger has been trying to sell it. We had a chat about company valuation and he is interested in the Rob Arnott and David Morris work on valuing companies in portfolios based on fundamental factors.

We also had George's son Nathan on board. He entertained us immensely with his observations and theories on just about everything. He went over to see Grandma Viv the next day and entertained the old ladies at lunch as well!

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